{
  "crd_number": 160859,
  "slug": "regis-metro-associates-inc-san-francisco-ca-160859",
  "primary_business_name": "REGIS METRO ASSOCIATES, INC.",
  "legal_name": "REGIS METRO ASSOCIATES, INC.",
  "dbas": [
    "RMA"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-04-18",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 617810275.0,
  "raum_discretionary": 105649774.0,
  "raum_non_discretionary": 512160501.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 75032250.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 364235805.0,
      "count": 22
    },
    "pooled_investment_vehicles": {
      "raum": 105649774.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 72892446.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/RMA_2",
    "https://rmare.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160859",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/regis-metro-associates-inc-san-francisco-ca-160859",
  "display_name": "Regis Metro Associates, Inc.",
  "summary": "Regis Metro Associates, Inc. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Regis Metro Associates, Inc. (CRD 160859): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Regis Metro Associates, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Regis Metro Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Regis Metro Associates, Inc. located?",
      "a": "Regis Metro Associates, Inc.'s principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Regis Metro Associates, Inc. registered with the SEC or a state?",
      "a": "Regis Metro Associates, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160859."
    },
    {
      "q": "How much does Regis Metro Associates, Inc. manage?",
      "a": "Regis Metro Associates, Inc. reports $617,810,275 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (17% discretionary)."
    },
    {
      "q": "How have Regis Metro Associates, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Regis Metro Associates, Inc.: Regulatory assets under management: $733,947,164 in the October 2021 data and $617,810,275 in the October 2026 data, down 16%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Regis Metro Associates, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22); corporations or other businesses not listed above (7); pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Regis Metro Associates, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160859"
    },
    {
      "q": "What changed in Regis Metro Associates, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $707,521,337 to $617,810,275 (-13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 733947164.0,
      "total_employees": 7,
      "filing_date": "2021-10-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 708480760.0,
      "total_employees": 7,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 785208092.0,
      "total_employees": 7,
      "filing_date": "2023-09-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 779633320.0,
      "total_employees": 7,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 707521337.0,
      "total_employees": 6,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 617810275.0,
      "total_employees": 5,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $707,521,337 to $617,810,275 (-13%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/regis-metro-associates-inc-san-francisco-ca-160859.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 364235805.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 105649774.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 75032250.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 72892446.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160859",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}